Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,867 | $56,054-75.3% | $171,082-91.9% | $62,881-77.9% |
| Participation rate | 71.4% | 62.9%+8.6pp | 76.7%-5.3pp | 69.3%+2.1pp |
| Annual return | 32.03% | 22.52%+9.5pp | 32.56%-0.5pp | 20.14%+11.9pp |
| Employer contribution / active EE | $3,116 | $1,731+80.0% | $4,002-22.1% | $2,281+36.6% |
| Participant deferral / active EE | $4,627 | $3,158+46.5% | $4,797-3.6% | $3,203+44.5% |
| Admin fee / account holder | $425 | $3,647-88.3% | $8,520-95.0% | $4,296-90.1% |